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iShares Core S&P 500 ETF

1,895 hedge funds and large institutions have $128B invested in iShares Core S&P 500 ETF in 2020 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 708 increasing their positions, 835 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 68

68% more call options, than puts

Call options by funds: $121M | Put options by funds: $72M

19% more capital invested

Capital invested by funds: $107B → $128B (+$20.8B)

4% more funds holding

Funds holding: 1,8301,895 (+65)

1% more funds holding in top 10

Funds holding in top 10: 616623 (+7)

0.29% less ownership

Funds ownership: 66.03%65.75% (-0.29%)

15% less repeat investments, than reductions

Existing positions increased: 708 | Existing positions reduced: 835

Holders
1,895
Holders Change
+65
Holders Change %
+3.55%
% of All Funds
38.85%
Holding in Top 10
623
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.14%
% of All Funds
12.77%
New
147
Increased
708
Reduced
835
Closed
68
Calls
$121M
Puts
$72M
Net Calls
+$48.8M
Net Calls Change
+$53.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HB
1051
Horizon Bancorp
Indiana
$2.37M
Twin Tree Management
1052
Twin Tree Management
Texas
$2.37M +$2.25M +7,656 New
SWM
1053
Sugarloaf Wealth Management
Georgia
$2.37M -$366K -1,248 -14%
HBWM
1054
Hollow Brook Wealth Management
New York
$2.37M
VAS
1055
Vestmark Advisory Solutions
Massachusetts
$2.35M +$26.4K +90 +1%
QA
1056
Quantitative Advantage
Minnesota
$2.35M -$152K -516 -6%
GKWIM
1057
Gerber Kawasaki Wealth & Investment Management
California
$2.34M -$255K -870 -10%
TIM
1058
Total Investment Management
Arizona
$2.33M -$160K -545 -7%
CNC
1059
Citizens & Northern Corp
Pennsylvania
$2.32M -$1.29M -4,405 -37%
AssetMark Inc
1060
AssetMark Inc
California
$2.32M +$229K +780 +11%
MSAM
1061
Moloney Securities Asset Management
Missouri
$2.31M -$395K -1,345 -15%
CT
1062
Columbia Trust
Oregon
$2.3M +$310K +1,057 +17%
BCA
1063
Bay Colony Advisors
Massachusetts
$2.3M -$263K -895 -11%
SBWM
1064
Sunflower Bank Wealth Management
Arizona
$2.29M
WAM
1065
Weatherly Asset Management
California
$2.29M +$19.1K +65 +0.9%
CPIA
1066
Cornell Pochily Investment Advisors
New York
$2.27M +$274K +934 +15%
PTP
1067
Platform Technology Partners
New York
$2.26M +$2.14M +7,291 New
AIM
1068
Arcadia Investment Management
Michigan
$2.26M -$8.81K -30 -0.4%
CMP
1069
Courage Miller Partners
Virginia
$2.26M -$2.64K -9 -0.1%
BB
1070
Busey Bank
Illinois
$2.24M +$25.8K +88 +1%
MCM
1071
Maple Capital Management
Vermont
$2.24M +$2.13M +7,238 New
WA
1072
Winfield Associates
Ohio
$2.23M -$2.97M -10,123 -58%
IRC
1073
Investors Research Corp
Georgia
$2.22M
CSIC
1074
Clifford Swan Investment Counsel
California
$2.21M
MJRIC
1075
Mogy Joel R Investment Counsel
California
$2.21M +$2.1M +7,149 New

IVV Hedge Fund Activity: Q2 2020 in Review

1,895 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q2 2020, worth a combined $128B — up 19% from $107B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new IVV positions and 68 closed out — a net gain of 79 holders — while 708 added to existing stakes and 835 trimmed.

The largest buyer was Bank of America, adding an estimated $3.06B. The largest seller was Allianz Asset Management, cutting an estimated $1.38B.

  • 1,895 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q2 2020, up from 1,830 in Q1 2020.
  • Funds reported $128B of iShares Core S&P 500 ETF stock for Q2 2020, up 19% quarter-over-quarter.
  • 147 funds opened new iShares Core S&P 500 ETF positions in Q2 2020 and 68 closed out, a net change of +79 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q2 2020 was Bank of America, an estimated $3.06B added.
  • The largest iShares Core S&P 500 ETF seller in Q2 2020 was Allianz Asset Management, an estimated $1.38B sold.

Based on aggregated 13F filings for Q2 2020.